Use case — Venture capital · fund operations & platform

Portfolio updates in, LP report out — without the quarterly scramble.

A venture fund's operations run on inboxes: founder updates that arrive in every format, dealflow that lives in half-updated CRM records, and a quarterly LP report assembled from all of it. An AI coworker reads the updates as they land, keeps the CRM current from the threads where deals actually happen, and drafts the LP quarterly — the way Speedinvest's teams moved AI from drafting to working inside ERP, CRM, and compliance systems.

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You

You9:41 AM

@Frida collect this quarter's portfolio updates, flag any company with under 9 months runway, and draft the Fund II LP quarterly

FridaApp

Read 31 founder updates from the portfolio inboxExtracted ARR, burn, runway, headcount per companyFlagged 3 companies under 9 months runwayDrafted the LP quarterly from the Fund II template

31 of 34 companies reported. Chasing the other 3 with a reminder — say the word.

Runway flags: Nordic AI (7 mo), Cartwheel (6 mo), Lumen Health (8 mo) — all three are in raise conversations, per their updates.

Fund II quarterly drafted: portfolio table, highlights, and NAV bridge. Numbers cite the source update. Review before it goes to the LPs?

Founder updates become a portfolio picture and an LP report — instead of a quarter-end weekend.

Try it yourself

The exact message to send.

@Frida collect this quarter's portfolio updates, flag any company with under 9 months runway, and draft the Fund II LP quarterly

Works in any channel your coworker has been added to — change the names and numbers to yours.

Connected tools

Connected once, used with your permissions.

Gmail

VC Bricks

HubSpot

Google Drive

Slack

Part of 2,000+ integrations. Agents act on behalf of each user, and every action lands in a full, replayable audit trail.

Questions

Common questions.

Founders send updates in every format. Does that actually work?

Yes — email, PDF, Notion pages, Google Docs. The agent extracts the metrics you care about, keeps the source alongside each number, and tells you which companies haven't reported so you can chase them (or have it draft the reminder).

Which CRM and portfolio tools are supported?

HubSpot, Salesforce, Affinity-style deal CRMs, VC Bricks, Google Workspace, Notion, and 2,000+ other integrations. Agents use whatever your team connects; anything without a public API can be added as a custom connector.

Will it email LPs or founders on its own?

No. Outbound messages and reports are drafted and held for approval by default. Admins can set per-action policies, and every action is logged in a replayable audit trail.

Can it keep dealflow current too?

Yes — say what happened after a founder call and it logs the call, moves the stage, and drafts the follow-up in your CRM. Ask 'what's stalled over 14 days?' and it posts the list, sorted by age.

Is this what Speedinvest uses?

Speedinvest partnered with Supercenter to move AI from drafting into operational workflows across dealflow, fund operations, compliance, and internal knowledge. Read the case study for the full story.

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